Plandalf

Purchase automations

Use purchases, deadlines, coupons, upgrades, and customer behavior to trigger access, emails, CRM updates, alerts, and follow-up workflows.

See it in Offers Browse Automation

Build from this feature.

Purchase automations should not dead-end as an article. Use these product screenshots and references to connect the feature to Offers, Timers, Automations, integrations, docs, workflows, stacks, and comparisons.

The Numi offer editor with product, theme, automation, invoice, and checkout controls.
The offer editor keeps checkout, products, prices, invoices, payment state, and automation in the same selling surface.
The Numi offer editor automation tab showing purchase-triggered workflow controls.
Automations turn the purchase event into fulfilment, alerts, webhooks, and connected integration work.
The Numi automation integrations screen showing connected tools.
Integrations carry the same buyer and offer context into email, CRM, tax, affiliate, analytics, and custom API tools.

Product

Offers The checkout surface where your customers actually decide.

Product

Automations The work that happens after a customer buys.

Stack

The API-First Product Split transactional email from lifecycle email so each tool does what it's good at.

Stack

The Course Creator Enrol each buyer into the right cohort sequence the moment they pay.

Where this feature lives

Each product route explains the feature in the context of a real checkout, deadline, or automation workflow.

Integrations that can carry the promo

Email, marketing, site, and API platforms connect to this feature through HTML blocks, merge tags, webhook flows, or embeddable surfaces.

Kit (ConvertKit)

email · marketing · website · sdk

Use Kit (ConvertKit) in Plandalf email, marketing, website, sdk workflows.

Platform page All connections
Runs automationsTrigger on form submit

Drip

email · marketing · website · sdk

Use Drip in Plandalf email, marketing, website, sdk workflows.

Platform page All connections
Runs automationsTrigger on form submit

Kajabi

lms · membership

Course and membership delivery for creators who want Plandalf to own the buying path.

Platform page All connections
Product access after purchase

Docs, workflows, and implementation links

How purchase automations work in Plandalf

Use purchases, upgrades, accepted bumps, expired deadlines, coupons, and customer behavior to trigger access, emails, CRM updates, alerts, and next-step workflows.

 How sequences work after an offer purchase

Start the right follow-up flow from the purchase itself: access, onboarding, reminders, upgrade paths, team alerts, CRM updates, and fulfillment tasks.

 Checkout started to abandonment recovery

Recover a checkout that opened but did not complete by sending the buyer and offer context to the email or automation tool.

 Purchase event webhook fanout

Fan a single purchase event out to custom APIs, SDK-built apps, email systems, analytics, and fulfillment services.

Builder resources that use Purchase automations

Use these linked resources when you want to move from the feature itself into a stack, calculator, integration, docs, workflow, or comparison decision.

The API-First Product

Split transactional email from lifecycle email so each tool does what it's good at.

 The Course Creator

Enrol each buyer into the right cohort sequence the moment they pay.

 The Developer Webhook Stack

Give developers a concrete stack for API-led checkout, entitlements, fulfillment, analytics, and custom automations.

 The Indie SaaS

Run the entire trial-to-paid lifecycle without writing a single email template in code.

 Stripe fee calculator

See exactly what Stripe takes from every transaction — and what your customer needs to pay for you to net what you want.

Related automation features

Automation shipped Integrations shipped Sequences with multiple similar triggers and any set of actions shipped

Feature detail